Who owns J P MORGAN EXCHANGE TRADED F?
- Ticker: HELO
- CUSIP Number: 46654q724
Tip: Access positions for across all investors
Analyze quarterly positions in J P Morgan Exchange Traded F with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of J P Morgan Exchange Traded F stock
Who bought or sold J P MORGAN EXCHANGE TRADED F this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Gradient Investments | 783k | $44M | -3% | Mar 2024 |
|
| CGC Financial Services | 551k | $31M | 3% | Mar 2024 |
|
| Peterson Wealth Advisors | 467k | $26M | 68% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 426k | $24M | 2266% | Mar 2024 |
|
| Jpmorgan Chase & Co | 227k | $13M | 100% | Mar 2024 |
|
| Central Trust & Investment | 190k | $11M | 100% | Mar 2024 |
|
| Sugarloaf Wealth Management | 168k | $9.4M | 100% | Mar 2024 |
|
| Patten & Patten | 168k | $9.4M | 100% | Mar 2024 |
|
| Jane Street | 153k | $8.6M | 55% | Mar 2024 |
|
| Advisor Group Holdings | 136k | $7.6M | 288% | Mar 2024 |
|
| Aspire Capital Advisors | 131k | $7.4M | 100% | Mar 2024 |
|
| Envestnet Asset Management | 125k | $7.0M | 100% | Mar 2024 |
|
| Cary Street Partner Investment Advisory | 89k | $5.0M | 14% | Mar 2024 |
|
| HighTower Advisors | 85k | $4.8M | 100% | Mar 2024 |
|
| TCG Advisory Services | 83k | $4.6M | 169% | Mar 2024 |
|
| Orrstown Financial Services | 82k | $4.6M | 397% | Mar 2024 |
|
| Orion Portfolio Solutions | 76k | $4.3M | 100% | Mar 2024 |
|
| Pine Valley Investments Ltd Liability | 66k | $3.7M | 100% | Mar 2024 |
|
| Visionary Wealth Advisors | 61k | $3.4M | 77% | Mar 2024 |
|
| Mach-1 Financial Group | 48k | $2.7M | 100% | Mar 2024 |
|
| Janney Montgomery Scott | 47k | $2.6M | 100% | Mar 2024 |
|
| Philip James Wealth Mangement | 47k | $2.6M | 699% | Mar 2024 |
|
| Commonwealth Equity Services | 45k | $2.5M | 274% | Mar 2024 |
|
| Fiduciary Alliance | 42k | $2.4M | 51% | Mar 2024 |
|
| Mariner Wealth Advisors | 42k | $2.4M | 8% | Mar 2024 |
|
| Curtis Advisory Group | 42k | $2.3M | 356% | Mar 2024 |
|
| Shore Point Advisors | 41k | $2.3M | -2% | Mar 2024 |
|
| Legacy Financial Group | 40k | $2.3M | 100% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 39k | $2.2M | 100% | Mar 2024 |
|
| Daymark Wealth Partners | 39k | $2.0M | 100% | Dec 2023 |
|
| Echo Wealth Management | 37k | $2.1M | 1% | Mar 2024 |
|
| Capital Planning Advisors | 36k | $2.0M | 39% | Mar 2024 |
|
| Avestar Capital | 36k | $2.0M | 100% | Mar 2024 |
|
| Townsquare Capital | 34k | $1.9M | -2% | Mar 2024 |
|
| InterOcean Capital Group | 26k | $1.4M | 100% | Dec 2023 |
|
| Harbor Investment Advisory | 25k | $1.4M | 100% | Mar 2024 |
|
| Brookstone Capital Management | 24k | $1.3M | 352% | Mar 2024 |
|
| Lionsbridge Wealth Management | 18k | $1.0M | 100% | Mar 2024 |
|
| Sowell Financial Services | 17k | $961k | 100% | Mar 2024 |
|
| Thoroughbred Financial Services | 16k | $890k | 100% | Mar 2024 |
|
| Susquehanna International | 15k | $843k | 100% | Mar 2024 |
|
| Ignite Planners | 15k | $822k | -48% | Mar 2024 |
|
| Kestra Private Wealth Services | 13k | $731k | 10% | Mar 2024 |
|
| Concurrent Investment Advisors | 11k | $605k | 100% | Mar 2024 |
|
| Cary Street Partners Asset Management | 11k | $595k | 22% | Mar 2024 |
|
| Gts Securities | 10k | $583k | 100% | Mar 2024 |
|
| Bank of Marin | 10k | $566k | 23% | Mar 2024 |
|
| Bedel Financial Consulting | 9.0k | $504k | 100% | Mar 2024 |
|
| DeDora Capital | 8.9k | $501k | 58% | Mar 2024 |
|
| Breakwater Capital Group | 8.8k | $491k | 13% | Mar 2024 |
|
| Captrust Financial Advisors | 8.8k | $491k | 100% | Mar 2024 |
|
| Financial Management Professionals | 8.3k | $465k | 100% | Mar 2024 |
|
| Cooper Financial Group | 8.1k | $455k | 15% | Mar 2024 |
|
| Strategic Financial Concepts | 8.0k | $447k | 100% | Mar 2024 |
|
| MN Wealth Advisors | 7.3k | $410k | 100% | Mar 2024 |
|
| John W. Brooker & Co., CPAs | 7.1k | $395k | 44% | Mar 2024 |
|
| Eudaimonia Partners | 6.9k | $386k | 100% | Mar 2024 |
|
| Sprinkle Financial Consultants | 6.0k | $335k | 0% | Mar 2024 |
|
| Lincoln National | 5.7k | $320k | 100% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 5.1k | $284k | 100% | Mar 2024 |
|
| Pennsylvania Capital Management | 4.9k | $272k | 100% | Mar 2024 |
|
| NCM Capital Management | 4.7k | $265k | 100% | Mar 2024 |
|
| Citadel Advisors | 4.4k | $249k | 100% | Mar 2024 |
|
| Allen Capital Group | 4.4k | $248k | 100% | Mar 2024 |
|
| Castle Rock Wealth Management | 4.4k | $241k | 4% | Mar 2024 |
|
| CAP Partners | 4.3k | $239k | 100% | Mar 2024 |
|
| Resurgent Financial Advisors | 4.1k | $232k | 97% | Mar 2024 |
|
| Tradition Wealth Management | 4.1k | $231k | 100% | Mar 2024 |
|
| Coppell Advisory Solutions Corp. | 4.0k | $223k | 100% | Mar 2024 |
|
| Foundations Investment Advisors | 3.9k | $220k | 100% | Mar 2024 |
|
| H D Vest Advisory Services | 3.8k | $214k | 100% | Mar 2024 |
|
| Ancora Advisors | 3.2k | $181k | 100% | Mar 2024 |
|
| Global Retirement Partners | 1.8k | $103k | 193% | Mar 2024 |
|
| Centaurus Financial | 1.8k | $102k | 100% | Mar 2024 |
|
| Brian McDonald | 1.7k | $95k | 100% | Mar 2024 |
|
| UBS Group | 1.7k | $93k | 100% | Mar 2024 |
|
| Capital Advisors | 1.5k | $84k | 57% | Mar 2024 |
|
| Clear Point Advisors | 1.0k | $56k | 0% | Mar 2024 |
|
| JJJ Advisors | 190.00 | $11k | 1% | Mar 2024 |
|
| Bank of America Corporation | 185.00 | $10k | 100% | Mar 2024 |
|
| Aptus Capital Advisors | 125.00 | $7.0k | 100% | Mar 2024 |
|
| Burkett Financial Services | 78.00 | $4.1k | 100% | Dec 2023 |
|
| FMR | 70.00 | $3.9k | 100% | Mar 2024 |
|
| Planning Capital Management Corp | 65.00 | $3.6k | 100% | Mar 2024 |
|
| DHJJ Financial Advisors | 2.00 | $112.000000 | 0% | Mar 2024 |
|
| Hanson McClain Advisors | 1.00 | $56.000000 | 0% | Mar 2024 |
|
Who sold out of J P Morgan Exchange Traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Argent Advisors | Dec 2023 | 50k | $2.7M |
| AE Wealth Management | Dec 2023 | 48k | $2.6M |
| Ameritas Advisory Services | Sep 2023 | 7.0k | $352k |